{"id":11049,"date":"2024-09-25T20:02:02","date_gmt":"2024-09-25T20:02:02","guid":{"rendered":"https:\/\/iconiccrm.com\/?page_id=11049"},"modified":"2024-09-25T20:35:39","modified_gmt":"2024-09-25T20:35:39","slug":"finances","status":"publish","type":"page","link":"https:\/\/iconiccrm.com\/en\/finances\/","title":{"rendered":"Finances"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><div class=\"vc_row wpb_row vc_row-fluid vc_custom_1727295377921 vc_row-has-fill wd-rs-66f46f68cfa26 wd-section-stretch-content\"><div class=\"wpb_column vc_column_container vc_col-sm-12 wd-rs-66d5cba663a76\"><div class=\"vc_column-inner vc_custom_1725287344276\"><div class=\"wpb_wrapper\">\n\t\t<div id=\"wd-66f47408e5cbd\" class=\"title-wrapper wd-wpb set-mb-s reset-last-child  wd-rs-66f47408e5cbd wd-title-color-default wd-title-style-default text-center vc_custom_1727296528376 wd-width-enabled wd-underline-colored\" style=\"--wd-max-width: 80%;\">\n\t\t\t\n\t\t\t<div class=\"liner-continer\">\n\t\t\t\t<h4 class=\"woodmart-title-container title  wd-font-weight- wd-fontsize-xxxl\" >Finances<\/h4>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t\t<div class=\"title-after_title  set-cont-mb-s reset-last-child  wd-fontsize-s\">Finance in CRM plays a crucial role in streamlining financial processes, enhancing customer relationships, and improving overall business performance.<br \/>\nIt allows companies to manage invoicing, track payments, and monitor financial interactions directly within the CRM system.<\/div>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\n\t\t<\/div><\/div><\/div><\/div><div class=\"vc_row wpb_row vc_row-fluid vc_custom_1727296340436 vc_row-has-fill vc_row-o-content-middle vc_row-flex wd-rs-66f4734b72458 wd-section-stretch\"><div class=\"wpb_column vc_column_container vc_col-sm-12 vc_col-md-6 wd-rs-610c0ef62e08a\"><div class=\"vc_column-inner vc_custom_1628180218647\"><div class=\"wpb_wrapper\">\n\t\t<div id=\"wd-66f13e53dab4b\" class=\"title-wrapper wd-wpb set-mb-s reset-last-child  wd-rs-66f13e53dab4b wd-title-color-default wd-title-style-default text-left vc_custom_1727086167738 wd-underline-colored\">\n\t\t\t\n\t\t\t<div class=\"liner-continer\">\n\t\t\t\t<h4 class=\"woodmart-title-container title  wd-font-weight- wd-fontsize-xxl\" >Finances<\/h4>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\n\t\t\t\t<div id=\"wd-66f123ab17210\" class=\"wd-text-block wd-wpb reset-last-child wd-rs-66f123ab17210 text-left wd-width-enabled vc_custom_1727079462649\" style=\"--wd-max-width: 90%;\">\n\t\t\t<p>Create invoices for completed tasks or projects with physical products or your various services.<\/p>\n<ul>\n<li><strong>Add Bank Accounts Functionality which can be linked with invoices, payments, and expenses:<\/strong> In this feature, we have added a bank accounts feature where you can add your bank account details.<\/li>\n<li><strong>Show the lead value total on the lead board:<\/strong> While creating leads, you can add the lead value amount shown on the Kanban board. It will be helpful to see the overall count of pending, in-process, and converted leads. It will be displayed individually and the total count on the kanban board.<\/li>\n<li><strong>Add Proposal\/Estimate Templates:<\/strong> Adding an estimate template is very easy. Templates are pre-formatted documents designed to create commonly used document types such as forms.<\/li>\n<\/ul>\n\t\t<\/div>\n\t\t<div id=\"wd-66f13df079348\" class=\" wd-rs-66f13df079348 vc_custom_1727086079533 wd-button-wrapper text-center inline-element\"><a href=\"https:\/\/iconiccrm.com\/\" title=\"\" class=\"btn btn-scheme-custom btn-scheme-hover-light btn-style-default btn-style-semi-round btn-size-large\">Learn More<\/a><\/div><\/div><\/div><\/div><div class=\"wpb_column vc_column_container vc_col-sm-12 vc_col-md-6 wd-z-index wd-rs-66d59e2b189dc\"><div class=\"vc_column-inner vc_custom_1725275699769\"><div class=\"wpb_wrapper\">\n\t<div  class=\"wpb_single_image wpb_content_element vc_align_left\">\n\t\t\n\t\t<figure class=\"wpb_wrapper vc_figure\">\n\t\t\t<div class=\"vc_single_image-wrapper   vc_box_border_grey\"><img loading=\"lazy\" decoding=\"async\" width=\"830\" height=\"900\" src=\"https:\/\/iconiccrm.com\/wp-content\/uploads\/2024\/09\/I57.png\" class=\"vc_single_image-img attachment-full\" alt=\"\" title=\"I(57)\" srcset=\"https:\/\/iconiccrm.com\/wp-content\/uploads\/2024\/09\/I57.png 830w, https:\/\/iconiccrm.com\/wp-content\/uploads\/2024\/09\/I57-277x300.png 277w, https:\/\/iconiccrm.com\/wp-content\/uploads\/2024\/09\/I57-738x800.png 738w, https:\/\/iconiccrm.com\/wp-content\/uploads\/2024\/09\/I57-768x833.png 768w, https:\/\/iconiccrm.com\/wp-content\/uploads\/2024\/09\/I57-430x466.png 430w, https:\/\/iconiccrm.com\/wp-content\/uploads\/2024\/09\/I57-700x759.png 700w, https:\/\/iconiccrm.com\/wp-content\/uploads\/2024\/09\/I57-150x163.png 150w\" sizes=\"auto, (max-width: 830px) 100vw, 830px\" \/><\/div>\n\t\t<\/figure>\n\t<\/div>\n<\/div><\/div><\/div><\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"Finances Finance in CRM plays a crucial role in streamlining financial processes, enhancing customer relationships, and improving overall business performance.","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-11049","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - 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